Investment Counselor Syosset, NY

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david lerner associatesSyosset (NY)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Mid

SALARY

$213,579 per year

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About the role

When you work at David Lerner Associates, two things are absolute: Your earnings potential is unlimited…and you’ll be working with an investment firm committed to helping you achieve your career goals. For over 50 years, we’ve been focused on building and preserving our clients’ assets. If you are highly motivated and want a career with unlimited earnings potential, we want to meet you.

Career Opportunity Requirements: Excellent interpersonal and communication skills High degree of self-confidence Diligent, hardworking and able to work independently Ambitious, motivated and goal oriented Ability to commute/relocate to Syosset, NY Benefits of working at David Lerner Associates:$213,578.54 per year average earnings after 2+ years Commissions PLUS incentive bonuses Fully paid licensing sponsorship for required securities and life & health licenses Comprehensive family medical plan / 401K retirement plan Unlimited financial potential Comprehensive marketing support including radio, print, direct mail and online advertising Participation in prospecting events including seminars and trade shows In-depth sales training program Equal Opportunity Employer

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.